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Berkshire Hathaway Class B

4,524 hedge funds and large institutions have $395B invested in Berkshire Hathaway Class B in 2024 Q4 according to their latest regulatory filings, with 589 funds opening new positions, 1,726 increasing their positions, 1,563 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more first-time investments, than exits

New positions opened: 589 | Existing positions closed: 96

67% more call options, than puts

Call options by funds: $10.3B | Put options by funds: $6.2B

10% more repeat investments, than reductions

Existing positions increased: 1,726 | Existing positions reduced: 1,563

10% more funds holding

Funds holding: 4,1124,524 (+412)

3% more funds holding in top 10

Funds holding in top 10: 708732 (+24)

0% less capital invested

Capital invested by funds: $396B → $395B (-$1.19B)

0.76% less ownership

Funds ownership: 66.51%65.75% (-0.76%)

Holders
4,524
Holders Change
+412
Holders Change %
+10.02%
% of All Funds
59.51%
Holding in Top 10
732
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+3.39%
% of All Funds
9.63%
New
589
Increased
1,726
Reduced
1,563
Closed
96
Calls
$10.3B
Puts
$6.2B
Net Calls
+$4.15B
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
4526
DRH Investments
California
$1.36K
BHWM
4527
Bay Harbor Wealth Management
Maryland
$1.36K
HIW
4528
Holos Integrated Wealth
Pennsylvania
$453 +$462 +1 New
WM
4529
WS Management
Florida
-$154M -332,905 Closed
M&T Bank
4530
M&T Bank
New York
-$138M -298,860 Closed
Barrow, Hanley, Mewhinney & Strauss
4531
Barrow, Hanley, Mewhinney & Strauss
Texas
-$125M -270,590 Closed
OP
4532
Oldfield Partners
United Kingdom
-$38.9M -84,447 Closed
FTDI
4533
First Trust Direct Indexing
Massachusetts
-$31.2M -67,877 Closed
ECM
4534
Element Capital Management
New York
-$25.3M -55,000 Closed
WRBC
4535
W.R. Berkley Corp
Connecticut
-$22.9M -49,700 Closed
CAM
4536
Columbia Asset Management
Michigan
-$17.8M -38,506 Closed
STA
4537
Summit Trail Advisors
New York
-$17.4M -37,865 Closed
DEA
4538
DoubleLine ETF Adviser
Florida
-$13M -28,297 Closed
HAFG
4539
Hansen & Associates Financial Group
California
-$8.43M -18,265 Closed
BWP
4540
Baldwin Wealth Partners
Massachusetts
-$8.29M -18,005 Closed
PL
4541
Parkwood LLC
Ohio
-$6.77M -14,715 Closed
FNC
4542
First National Corp
Massachusetts
-$6.76M -14,686 Closed
TCM
4543
Teza Capital Management
Illinois
-$6.71M -14,569 Closed
AWAG
4544
ARS Wealth Advisors Group
Florida
-$6.59M -14,323 Closed
RFP
4545
Root Financial Partners
California
-$5.49M -11,938 Closed
KF
4546
Krilogy Financial
Missouri
-$4.82M -10,478 Closed
CAM
4547
Cidel Asset Management
Ontario, Canada
-$4.33M -9,418 Closed
NICM
4548
Neo Ivy Capital Management
New York
-$3.92M -8,522 Closed
AIM
4549
Avanda Investment Management
Singapore
-$3.67M -7,972 Closed
ACM
4550
AlphaStar Capital Management
North Carolina
-$3.48M -7,553 Closed

BRK.B Hedge Fund Activity: Q4 2024 in Review

4,524 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2024, worth a combined $395B — down 0.3% from $396B a quarter earlier.

Buyers outnumbered sellers: 589 funds opened new BRK.B positions and 96 closed out — a net gain of 493 holders — while 1,726 added to existing stakes and 1,563 trimmed.

The largest buyer was Vanguard Group, adding an estimated $737M. The largest seller was International Assets Investment Management, cutting an estimated $3.9B.

  • 4,524 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2024, up from 4,112 in Q3 2024.
  • Funds reported $395B of Berkshire Hathaway Class B stock for Q4 2024, down 0.3% quarter-over-quarter.
  • 589 funds opened new Berkshire Hathaway Class B positions in Q4 2024 and 96 closed out, a net change of +493 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2024 was Vanguard Group, an estimated $737M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2024 was International Assets Investment Management, an estimated $3.9B sold.

Based on aggregated 13F filings for Q4 2024.